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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1826
Blume Capital Management
California
$594K – – –
VFG
1827
Victory Financial Group
Texas
$593K +$27.2K +81 +4%
WWA
1828
Wisconsin Wealth Advisors
Wisconsin
$593K +$1.01K +3 +0.2%
ATC
1829
Adirondack Trust Company
New York
$590K -$7.04K -21 -1%
EFG
1830
Everest Financial Group
Minnesota
$590K +$33.9K +101 +5%
ATWA
1831
Arbor Trust Wealth Advisors
Michigan
$589K +$43.6K +130 +7%
OFG
1832
Oxford Financial Group
Indiana
$588K -$57K -170 -8%
TWM
1833
Tripletail Wealth Management
Florida
$585K -$2.01K -6 -0.3%
KCM
1834
Kathmere Capital Management
Pennsylvania
$585K -$232K -693 -26%
IFO
1835
Independent Family Office
New York
$584K – – –
AL
1836
ARWA LLC
Texas
$583K -$720K -2,148 -54%
BA
1837
Ballast Advisors
Minnesota
$583K -$8.38K -25 -1%
ZBNA
1838
Zions Bancorporation, National Association
Utah
$582K -$635K -1,894 -50%
TIA
1839
Tiemann Investment Advisors
California
$580K +$33.5K +100 +5%
PWM
1840
Palumbo Wealth Management
New York
$579K +$70.1K +209 +12%
PCM
1841
Princeton Capital Management
New Jersey
$579K +$137K +410 +27%
LCM
1842
Legato Capital Management
California
$576K -$424K -1,265 -40%
CFCS
1843
CDM Financial Counseling Services
Connecticut
$575K +$12.4K +37 +2%
CIG
1844
Cairn Investment Group
Washington
$575K – – –
WIM
1845
Wittenberg Investment Management
Massachusetts
$575K – – –
SGK
1846
Steigerwald Gordon & Koch
Virginia
$574K +$23.1K +69 +4%
BLC
1847
Brown, Lisle/Cummings
Rhode Island
$573K +$14.8K +44 +2%
LSIA
1848
LaSalle St. Investment Advisors
Illinois
$572K +$8.05K +24 +1%
PWP
1849
PrairieView Wealth Partners
Illinois
$571K – – –
SCA
1850
Stonebridge Capital Advisors
Minnesota
$571K -$158K -470 -20%
72 73
74
75 76